The company said it entered into an Equity and Asset Purchase Agreement with Suzano International Holding B.V. to divest 51% of its IFP business for about $1.7 billion. After closing, the company will retain a 49% interest.

1. 01

   The company said it entered into an Equity and Asset Purchase Agreement with Suzano International Holding B.V. to divest 51% of its IFP business for about $1.7 billion. After closing, the company will retain a 49% interest.

2. 02

   Kimberly-Clark expects the transaction to close in mid-2026, subject to customary closing conditions, including required regulatory approvals and employee consultation requirements, the company said. A majority of the joint venture's board will be appointed by the Buyer, and at certain times the Buyer will have an option to buy the company's stake.

3. 03

   Kimberly-Clark said it expects the deal to be about $0.30-0.40 dilutive to Adjusted Earnings Per Share in the first full year after closing, including its plan to return the net cash proceeds to shareholders through share repurchases. It also plans to classify the IFP business as discontinued operations beginning with its Q2 results.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call. Some paragraphs were omitted because their support in the source could not be confirmed.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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